Job Details

Personal Banker/Senior Banker

  2020-01-07     Tri Counties Bank     727 S. Main Street     DOE year  
Description:

Tri Counties Bank…Endless Opportunities, Unlimited Possibilities

Join us and you get access to comprehensive benefits including paid vacations and holidays, medical/dental/vision coverage, Employee Stock Ownership Program and 401K, AND a great work culture.

Position Title:  Personal Banker

Branch:  Red Bluff ISB

Position Summary:  The Personal Banker identifies financial solutions and presents appropriate retail Bank products and services to new and existing customers that help deliver those solutions

Major Responsibilities:

  • Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners.
  • Meets sales goals as assigned.
  • Maintains accurate sales records and regularly reviews sales results with Branch Manager and prepares an action plan taking appropriate steps to meet/exceed sales objectives.
  • Prepares for and participates actively in branch sales meetings.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Accurately prepares necessary documentation from the sale of products and services and inputs data.

Education, Experience and Other Skills Required:

  • High school diploma or GED required, unless age 18.
  • Previous experience with bank sales, preferred.
  • Effective verbal and written communication skills.
  • Ability to utilize personal computers and Windows based programs.
  • Able to successfully complete Bans product and sales training courses and appropriate certifications.
  • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

Physical Requirements:

  • May be required to lift up to 25 pounds. 

Position Title:  Senior Banker

Branch:  Red Bluff ISB

Position Summary:  The Senior Banker supports the Branch Manager in attaining branch goals and maintaining a customer-driven service environment. The Senior Banker identifies financial solutions and presents appropriate retail Bank products and services to new and existing customers that help deliver those solutions

Major Responsibilities:

  • Uses every customer interaction as an opportunity to build a relationship with each customer through effective profiling, tele-consulting and where appropriate refer customers to business partners.
  • Meets sales goals as assigned.
  • Proactively partners with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities.
  • In-store Senior Banker performs daily aisle time and PAs as directed by the Branch Manager.
  • Prepares for and participates actively in branch sales meetings.
  • Proactively partners and assists the Assistant Manager in referral coaching and mentoring of referral team members.
  • Assists Branch Manager regarding coaching of best practice by modeling behavior towards effective profiling and tele-consulting activities.
  • Ensures that all customer transactions are handled timely and accurately according to guidelines and that cash and security procedures are followed.
  • Prepares necessary documentation from the sale of products and services and inputs data.

 

Education, Experience, and Other Skills Required:

  • High school diploma or GED required, unless age 18.
  • Excellent verbal and written communication skills.
  • Above average working knowledge of Bank products and consumer lending.
  • Previous experience with bank sales, preferred.
  • Ability to lead and direct others.
  • Ability to utilize personal computers and Windows driven programs.
  • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).

Physical Requirements:

  • May be required to lift up to 25 pounds. 

The above is not a full job description. A full job description is available upon request.

Company Profile:

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ:TCBK) headquartered in Chico, California, providing a unique brand of customer Service with Solutions available in traditional stand-alone and in-store bank branches in communities throughout Northern and Central California.

The Bank provides an extensive and competitive breadth of consumer, small business and commercial banking financial services, along with convenient around-the-clock ATM, online and mobile banking access.

Tri Counties Bank has remained strong and profitable through a top-down commitment to its core values, sound business principles and responsible lending practices.

Our success is also based on our involvement in the communities we serve.  The personal touch comes naturally to Tri Counties Bankers.  You may recognize us at business, school and non-profit events, baseball games and local eateries, skiing in the mountains, boating on the lakes, and fishing the local streams.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


Do not contact this company in solicitation of any product or service.

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